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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Schwab US Broad Market ETF SCHB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1K Buy
522
+77
+17% +$2.16K ﹤0.01% 416
2026
Q1 		$11.2K Buy
445
+1
+0.2% +$26 ﹤0.01% 389
2025
Q4 		$11.7K Buy
444
+1
+0.2% +$26 ﹤0.01% 403
2025
Q3 		$11.4K Buy
443
+2
+0.5% +$50 ﹤0.01% 397
2025
Q2 		$10.5K Sell
441
-18,038
-98% -$397K ﹤0.01% 358
2025
Q1 		$398K Sell
18,479
-6,083
-25% -$138K 0.15% 100
2024
Q4 		$558K Sell
24,562
-65
-0.3% -$1.49K 0.22% 73
2024
Q3 		$546K Buy
24,627
+7,677
+45% +$164K 0.28% 51
2024
Q2 		$355K Buy
16,950
+888
+6% +$18K 0.2% 67
2024
Q1 		$327K Buy
16,062
+396
+3% +$7.66K 0.22% 71
2023
Q4 		$291K Sell
15,666
-711
-4% -$12.3K 0.18% 68
2023
Q3 		$272K Buy
16,377
+462
+3% +$8K 0.2% 69
2023
Q2 		$274K Sell
15,915
-4,179
-21% -$68.1K 0.2% 66
2023
Q1 		$321K Buy
20,094
+321
+2% +$5.02K 0.25% 55
2022
Q4 		$295K Buy
+19,773
New +$297K 0.25% 54

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SCHB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Schwab US Broad Market ETF (SCHB) stake by 17% in Q2 2026, buying an estimated $2.16K and bringing the position to 522 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. The position peaked at $558K in Q4 2024. 971 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 522 shares of Schwab US Broad Market ETF worth $15.1K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 77 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.16K.
  • Schwab US Broad Market ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #416 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Schwab US Broad Market ETF position peaked at $558K in Q4 2024.
  • 971 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.